Southwest Benefits Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 357,885 | 397,220 | −39,335 | 3.0 | 0% |
| 2012 | 427,265 | 406,126 | 21,139 | 3.5 | 0% |
| 2013 | 453,473 | 429,091 | 24,382 | 4.0 | 0% |
| 2014 | 514,794 | 514,070 | 724 | 3.4 | 0% |
| 2015 | 417,729 | 374,749 | 42,980 | 6.0 | 0% |
| 2016 | 448,952 | 489,943 | −40,991 | 3.6 | 0% |
| 2017 | 435,385 | 490,730 | −55,345 | 2.2 | 0% |
| 2018 | 506,046 | 500,893 | 5,153 | 2.3 | 0% |
| 2019 | 464,998 | 474,865 | −9,867 | 2.2 | 0% |
| 2020 | 224,093 | 286,266 | −62,173 | 1.0 | 0% |
| 2021 | 135,606 | 209,141 | −73,535 | -2.8 | 0% |
| 2022 | 273,601 | 384,921 | −111,320 | -5.0 | 0% |
| 2023 | 338,346 | 415,423 | −77,077 | -6.9 | 0% |
In its most recent public year (2023), this organization spent $77,077 more than it brought in. Its liabilities exceeded its net assets — reserves were below zero (-6.9 months), down from 3 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Southwest Benefits Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works